Custom partner packages

Pricing built around your revenue goals

Choose the Revenue Platform that fits your current level of production and organizational growth. Packages are customized based on users, implementation requirements, platform access, program participation, and operating scope.

Agent

Core Production Infrastructure

For independent producers who need the core technology and operating infrastructure to prepare for appointments, manage opportunities, and execute cases.

Custom

Economics vary by program and scope

  • Ansurex
  • Athos Voice Training
  • CT Agentic Client Tracker
  • Intelligent Intake
Most popular

Agency

Demand and Producer Growth

For agencies that want to combine core operating infrastructure with consumer-opportunity generation and producer recruiting.

Custom

Economics vary by program and scope

  • Everything in Agent
  • Access to Annuity Leads
  • Access to Divine Reach Recruiting

Enterprise

Custom Distribution and Partnership Economics

For IMOs and larger organizations that need custom distribution programs, sponsored case opportunities, advanced-market capabilities, and dedicated program coordination.

Custom

Economics vary by program and scope

  • Everything in Agency
  • Eligibility for Sponsored Case Partnerships
  • Custom Program Economics
  • Advanced-Market Support
  • Dedicated Account Manager

Individual technology platforms can be purchased separately. Participation in applicable lead and case-partnership platforms requires Ansurex. Book a call for details.

Talk to a partner specialist

Tell us about your agents, volume, and goals. We will put together a package and program structure that fits your business.

Prefer to pick a time? Grab a slot on our calendar.

Book a call